Knowing your client from a compliance perspective is far different from knowing your client from a commercial perspective and different again for the client-centric adviser. KNOW YOUR CLIENT’S STUFF KNOW YOUR CLIENT’S STAGE KNOW YOUR CLIENT’S SEED The next level of knowing your client is to know their seed.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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